Client Management
Client Documents
Keep important client files and documents organized and accessible alongside client profiles.
Why use this feature
Why Use Client Documents?
Step by step
How Client Documents Works
Open a Client Profile
Navigate to the client whose documents you want to manage.
Upload Documents
Upload files like consent forms, care plans or medical directives.
Organize and Find
Documents are stored per client so you can find what you need quickly.
Access Anywhere
View documents from any device, anytime.
Availability
Free vs Pro Access
Available on PSWPro Free
- Document storage per client
- Basic file uploads
With PSWPro Pro
- Advanced document categories
- Larger storage limits
- Document version history
Connected tools
Works Great With
Learn more
Related Resources
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Managing personal support services requires more than delivering excellent care. Personal Support Workers must also organize client information, schedules, care plans, visit notes, invoices, timesheets and expenses.
Frequently Asked Questions
What file types can I upload?
You can upload common file types including PDF, images, and documents.
Are documents secure?
Yes. Documents are stored securely with row-level security so only authorized users can access them.
Is there a storage limit?
Free plans include basic storage. Pro plans offer expanded storage capacity.
Ready to Put Client Documents to Work?
Start with a free account and upgrade when your practice needs more.